See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,942 | $75,935+7.9% | $60,547+35.3% | $125,391-34.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -3.28% | -5.38%+2.1pp | 335.64%-338.9pp | 282.22%-285.5pp |
| Employer contribution / active EE | $5,036 | $3,438+46.5% | $2,419+108.2% | $4,866+3.5% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $25 | $6,768-99.6% | $4,536-99.4% | $9,540-99.7% |